Chapin Davis
SO icon

Chapin Davis’s Southern Company SO Stock Holding History

Chapin Davis’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$358K Buy
4,319
+28
+0.7% +$2.55K 0.07% 171
2026
Q2 		$411K Hold
4,291
– – 0.07% 163
2026
Q1 		$414K Hold
4,291
– – 0.09% 172
2025
Q4 		$374K Hold
4,291
– – 0.09% 170
2025
Q3 		$407K Buy
+4,291
New +$401K 0.1% 161

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Chapin Davis's SO Position: Q3 2026 in Review

Chapin Davis increased its Southern Company (SO) stake by 0.65% in Q3 2026, buying an estimated $2.55K and bringing the position to 4,319 shares worth $358K. The position accounts for 0.07% of the portfolio, ranked #171.

Chapin Davis first reported a position in SO in Q3 2025 and has held it in 5 quarters since. The position peaked at $414K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Chapin Davis held 4,319 shares of Southern Company worth $358K as of Q3 2026.
  • Chapin Davis bought 28 Southern Company shares in Q3 2026, an estimated $2.55K.
  • Southern Company made up 0.07% of Chapin Davis's portfolio in Q3 2026, its #171 holding.
  • Chapin Davis first reported a position in Southern Company in Q3 2025 and has held it in 5 quarters since.
  • Chapin Davis's Southern Company position peaked at $414K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.